Latest Institutional Purchases of Financial Sector Spdr (XLF)
This list provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16MNew |
$719M - $822M
|
16M
$830M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.37M+ 227.43% |
$196M - $224M
|
6.29M
$326M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
3.77M+ 45.31% |
$169M - $193M
|
12.1M
$626M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.04M+ 25.57% |
$91.6M - $105M
|
10M
$519M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02M+ 26.45% |
$90.5M - $104M
|
9.64M
$500M
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
1.9MNew |
$85.3M - $97.5M
|
1.9M
$98.5M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.8M+ 27.73% |
$80.7M - $92.2M
|
8.28M
$429M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.22M+ 485.8% |
$54.8M - $62.6M
|
1.47M
$76.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
1.01M+ 19.38% |
$45.2M - $51.7M
|
6.21M
$322M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
674K+ 32.73% |
$30.3M - $34.6M
|
2.73M
$142M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
554KNew |
$24.9M - $28.5M
|
554K
$28.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
467KNew |
$21M - $24M
|
467K
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
466K+ 7190.87% |
$20.9M - $23.9M
|
473K
$24.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
439K+ 38.33% |
$19.7M - $22.6M
|
1.59M
$82.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
388K+ 2709.39% |
$17.4M - $19.9M
|
403K
$20.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
354K+ 4467.1% |
$15.9M - $18.2M
|
362K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
351K+ 5784.97% |
$15.7M - $18M
|
357K
$18.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
292K+ 42.54% |
$13.1M - $15M
|
978K
$50.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
273K+ 47.31% |
$12.2M - $14M
|
849K
$44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
263K+ 288.49% |
$11.8M - $13.5M
|
354K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
258KNew |
$11.6M - $13.3M
|
258K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
209K+ 97.42% |
$9.38M - $10.7M
|
423K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
201K+ 73.81% |
$9.01M - $10.3M
|
473K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
189K+ 156.95% |
$8.5M - $9.72M
|
310K
$16.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
185K+ 16.79% |
$8.32M - $9.52M
|
1.29M
$66.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
167K+ 59.77% |
$7.49M - $8.56M
|
446K
$23.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
160KNew |
$7.17M - $8.2M
|
160K
$8.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
149K+ 97.94% |
$6.68M - $7.64M
|
301K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
139K+ 12.93% |
$6.24M - $7.13M
|
1.21M
$62.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
134K+ 6.34% |
$6M - $6.86M
|
2.24M
$116M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
127K+ 4.19% |
$5.69M - $6.51M
|
3.16M
$164M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
127KNew |
$5.69M - $6.51M
|
127K
$6.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
121K+ 58.39% |
$5.44M - $6.23M
|
329K
$17M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
118KNew |
$5.31M - $6.07M
|
118K
$6.13M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
117K+ 2086.43% |
$5.24M - $6M
|
122K
$6.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
113K+ 93.72% |
$5.08M - $5.81M
|
234K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
107K+ 8.08% |
$4.82M - $5.51M
|
1.44M
$74.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
107K+ 6.25% |
$4.79M - $5.47M
|
1.81M
$93.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
104KNew |
$4.67M - $5.34M
|
104K
$5.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
104K+ 20.54% |
$4.65M - $5.32M
|
608K
$31.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101K+ 69.59% |
$4.53M - $5.18M
|
246K
$12.7M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
99.8K+ 6.79% |
$4.48M - $5.12M
|
1.57M
$81.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
98.4K+ 12.31% |
$4.42M - $5.05M
|
898K
$46.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
96.7K+ 29.85% |
$4.34M - $4.97M
|
421K
$21.8M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
89.8K+ 703.26% |
$4.03M - $4.61M
|
103K
$5.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
84.3K+ 222.39% |
$3.78M - $4.33M
|
122K
$6.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
82.1KNew |
$3.68M - $4.21M
|
82.1K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
80.6K+ 597.34% |
$3.62M - $4.14M
|
94.1K
$4.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77.7K+ 58.65% |
$3.49M - $3.99M
|
210K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
74.9KNew |
$3.36M - $3.85M
|
74.9K
$3.88M
|